The investment era of rebirth

Chapter 484 Meet for the first time!

Chapter 484 Meet for the first time!

Facing the index that still tenaciously received red after the violent shock, the majority of investors in the market are still quite excited.

After all, the Shanghai Stock Exchange Index continued to be weak in the external market and fell sharply for several days in a row. It can still maintain a strong shock and play a profit-making effect in the market. general opinion.

"It's actually accepted in the red plate, not bad, not bad..."

On the online stock investment exchange forum, among retail investors, discussions are still intense.

"With this kind of market trend, I feel that the market outlook is promising. The Shanghai Stock Exchange Index simply refuses to pull back. The position of 2200 points should not go back again, right?"

"Compared with the external market trend, today's Big A's move is indeed quite strong."

"The ten minutes after the opening of the market at 1 o'clock in the afternoon really scared me into a cold sweat. Fortunately, the Shanghai Stock Exchange Index recovered its intraday decline in the end."

"Haha, indeed, that wave of diving was quite scary."

"Fortunately, the 2250 point was held at that time, otherwise... I'm afraid there will be no subsequent reversal."

"It's mainly the two main lines of 'mobile Internet' and 'smartphone industry chain'. Today is too weak and drags down the market. Otherwise, today's market will definitely still be a breakthrough trend of the Dayang line. Maybe... the Shanghai stock index has successfully stood up 2300 o'clock."

"The reason why 'mobile Internet' and 'smartphone industry chain' are so weak is mainly affected by the trend of external markets."

"Indeed, looking at the U.S. stock market and the entire Asia-Pacific stock market, stocks related to the 'Apple Industry Chain' have all fallen miserably."

"But apart from these two lines, and some garbage sectors that have not risen for thousands of years, on the whole, the profit-making effect of today's market is not bad."

"The profit-making effect is not bad at all. Except for the stocks with daily limit, there are 38 stocks that naturally change hands. Compared with yesterday, the gap is not big. Let me say... At this stage, there is no need to pay too much attention to the index The ups and downs of the market are based on following the trend of the important and popular main line fields such as 'infrastructure', 'military industry', 'Internet finance', 'film and television media', etc. Basically, it is difficult to lose money."

"It makes sense. It is indeed possible to lighten the market appropriately and weigh individual stocks."

"Today's market conditions in the entire market should be driven by the two main lines of 'military industry' and 'infrastructure', right? Especially the line of 'military industry' is really ridiculously strong."

"Indeed, independent of the market, with the index fluctuating sideways, the average increase of more than 4 points has been achieved!"

"The 'military industry' line exploded so fiercely today, it should be supported by important potential benefits, right?"

"Hasn't the good news already come out? There is news about an internal meeting today, you haven't read it? I heard that we will increase the reform of military industrial enterprises, and at the same time accelerate the road of asset securitization of military industrial enterprises, as well as 'domestic large aircraft' and' There's good news coming out of aerospace'."

"'Military industry enterprise asset securitization road'? This is a big concept, no wonder the 'military industry' has exploded like this today!"

"Has this concept been proposed before?"

"Yes, I remember that last month, there was talk about this in the market news, and I heard that the restructuring of central enterprises in this area was going to be accelerated. However, the funds used the news before, and it seemed that this main line was also hyped, but it was not hyped."

"I also vaguely remember that there was news about this before, but I don't know why the market didn't ferment at that time, but it broke out now."

"Because of Mr. Su's 'Wealth Road'?"

"No, it's mainly because of the market's investment sentiment!"

"Whatever the reason is, anyway, at this time, the line of 'military industry' has come out completely, and we just need to follow suit in the future."

"Although 'military industry' exploded violently today, I think the main line of 'big infrastructure' is more reliable than continuous."

"I think so too. In fact, the line of 'infrastructure' is the real core that supports the market."

"It can be said that, but to be honest, everyone is optimistic about the line of 'infrastructure', which is actually not conducive to the continuous upward development of the market. After all, if everyone is optimistic, then naturally the funds for selling will be less, and the bargaining chips on the market will be higher. Without a full exchange, there will be concerns about the funds for the relay.”

"The so-called market consistency expectations are too strong, which means that the market is out of gear. Is that what you mean?"

"Yes, that's what it means!"

"But in fact, the main line of 'infrastructure' today, the volume of trading is not small, and the turnover is quite sufficient. Shouldn't it be considered that the expectations are too strong?"

"The divergence in the market today is actually not small."

"Indeed, a lot of votes changed hands drastically, and there is no such thing as consistent expectations."

"At this stage, it should be a good thing to have differences, right? Isn't there a saying that 'only when there are differences can there be market prices'?"

"For good and bad things, we have to look at the Dragon and Tiger List later to determine. As long as the main funds of all parties are still buying, especially if Mr. Su's "Wealth Road" is still locked, then the market outlook will definitely be safe. But if all the main funds are selling, then the market outlook will not be good.”

"Mr. Su's 'Wealth Road' is definitely not out yet?"

"That's right, the trend of the 'Wealth Road Holding Concept Stocks' sector is still quite strong today, with more than half of the concept stocks closing their daily limit!"

"But today's 'Wealth Road holding concept stocks' field is the most active and popular stock in the two cities, and it's right? I don't think everything can be too absolute. Whether the market outlook can continue to go well depends on the market. After the Dragon and Tiger List, let’s take a look at the weekend news and the external market trends.”

"The dragon and tiger list and the external trend are not good, but the news on the weekend should be mostly positive, right?"

"Why?"

"Because it is obvious that the regulators also want the market to go bullish. Otherwise, why are there so many good news recently?"

"Yes, I also think that at least the attitude of the regulatory authorities is clear."

"Whatever it is, in a word, the position of the stock index at more than 2200 points is definitely not high."

"Compared with 2500 points and 3000 points, this position is definitely not high, but compared with the 1700 points set by the Shanghai Stock Exchange Index in recent years, it is considered very high, and the index does not fall, which does not mean that individual stocks do not fall. Look at the index. In the past two years, many stocks have fallen to only a fraction of the high point, so I think it is useless to only look at the trend of the index, and it is necessary to analyze the specific market and specific analysis.”

"Then just look at the main market of popular concepts such as 'military industry', 'infrastructure', 'Internet finance', and 'film and television media'. It's not the end of the market, right? Of course...what was overhyped last year and the beginning of the year? "Smartphone industry chain" and "mobile Internet" are the two main lines of high-priced and popular stocks. At this moment, we must avoid them appropriately and be cautious."

"All in all, it's not appropriate to be pessimistic or overly optimistic here."

"This is a good saying, indeed, it is not appropriate to be pessimistic, nor should you be overly optimistic."

"Hey, look, the dragon and tiger list of the two cities has come out!"

During the intense discussion among the crowd, before they knew it, the time had moved to 5:30 p.m., and the rankings of the two cities were refreshed.

"Sure enough, haha... Let me just say, Mr. Su's 'Wealth Road' is definitely not out."

"'Fortune Road' not only did not sell a share of chips, but also bought a net. The two checks of Hangfa Technology and Huahang Optoelectronics that broke out today, 'Fortune Road' actually bought more than 2000 million chips. Although this level of chips is nothing compared to the level of more than one billion the day before yesterday, the attitude it shows is very important."

"Not only Mr. Su's 'Fortune Road', Mr. Xu's 'Jiefang South Road' is also a net buy!"

"Hongqiao Road, Yanjing Outdoor Street, Siji Road, Honggu Road, Rongcheng North Third Ring Road... Many market leaders have not left the market, either they are doing T, or they are still net buying."

"Haha, today's dragon and tiger list data is better than expected."

"A lot of popular stocks are all luxurious lineups. What does this mean?"

"It shows that the market situation is here, and it is definitely not over. It shows that the intraday volatility of the index today is a wash."

"Yes, dishwashing is mainly to wash away the unstable chips that entered before?"

"Looking at the data on the Dragon and Tiger List, a lot of funds have been laundered! Especially for the 'Hua Guo MCC' check, the top three sold seats, and the total sales reached 2.1 million, which is still very scary."

"Hey, I was also washed out. Looking at the situation, next Monday, I'm afraid I have to chase the high and buy it back."

"Today's market trend, I don't think you should watch the market."

"I definitely couldn't help watching the wave of diving in the afternoon. Indeed...the mentality is better if you don't watch the tape."

"Haha, the data of the dragon and tiger rankings of the two cities are generally stronger than the previous predictions. There will be a rebound in the peripheral market in the evening. On the weekend news, there will be some good news. When the market opens next Monday, the index will open directly at 2300 points with a high probability. More than that, and I feel... this is a high probability."

"I hope! After all, I'm already full."

"Based on the data of the Dragon and Tiger List, even if the external market trend is not good at night, I think the index will definitely break through 2300 points next Monday."

"Looking at the performance of A shares in the past few days, the trend of the external market can no longer affect the big A."

"Indeed, after waiting for so long, Big A finally stood up."

"Don't talk about the daily K-line, but in terms of the overall market trend this week, the weekly K-line charts of several major market indexes are also very beautiful, basically reversed."

"I hope this month, this rebound trend can be maintained."

"Yes, as long as it can be maintained until the end of the month, so that the monthly line of this month will end better, then the Shanghai index is on the monthly K line, but the golden cross is in sight."

"Technically, it's just the last fire."

"Now, let's see whether the two core themes of 'military industry' and 'big infrastructure', as well as the popular themes of 'Internet Finance' and 'Film and Television Media', can fully bring out the continuous profit-making effect and let the index successfully stand. Stabilize at 2300 points and continue to open up market space.”

"There is no doubt that it is possible..."

After the release of the data on the dragon and tiger rankings of the two cities, discussions in the market became more intense.

In this increasingly heated discussion, a large number of financial media, brokerage institutions, fund companies and other institutional groups are also analyzing the market from various angles, sparing no effort to sing more, and through continuous voice The divergence and the money-making effect that the market has gradually accumulated attract those potential investors who are outside the market and have a little expectation for the stock market but are hesitant, hoping to gradually attract them to the market.

At the same time, when the overall investment sentiment in the market is still shifting towards the bulls.

In the evening, the external market, which has been baptized by the three-day plunge, especially the U.S. stock market, which has been pessimistic by most investors in the world, also bottomed out and rebounded quite cooperatively. It opened low and moved high, and finally surged 2.33 %'s momentum is like a rainbow trend.

The sharp rebound in U.S. stocks was almost stimulated by the downward trend of the previous trading day.

On Saturday, although the market did not open and it was a rest day, the entire domestic financial market and the minds of the majority of investors still went straight to the daily limit, and the market's bullish sentiment became stronger.

Likewise, on this day.

As the owner of the "Wealth Road" seat that is the core concern of market investors, Su Yu began to meet with Qian Zhongmou, the general manager of the strategic investment department of Huijin, for the first time at the invitation of Zhou Boyang, assistant general manager of the strategic investment department of Huijin.

Around 11:30 noon, Yuhang, in the private room of Lanting Hotel.

Zhou Boyang looked at Su Yu who was coming, stood up quickly, made a gesture of invitation, and then introduced to Su Yu: "President Su, this is President Qian from our company's strategic investment department, I have to say... I want to make an appointment It's not easy to meet Mr. Su, if you don't come today, I guess next Monday, I will have to go directly to your company to block the door."

"What did Secretary Zhou say?" Su Yu responded with a smile.

Then he took the initiative to reach out his hand to Qian Zhongmou, and said, "Mr. Qian, you are a well-known figure in our domestic financial circles. It is my honor to meet you. Speaking of which, my university teacher used to be an alumnus like you." Come on, in terms of seniority, I have to call you Qian Lao."

Although the company has developed by leaps and bounds in the past year, and his personal assets have also surpassed the 10 billion mark. At the same time, regardless of his fame or status, he has also gained a place in the domestic financial circle, especially the domestic asset management circle. Qian Zhongmou, a senior in the financial industry who has laid the foundation for domestic financial development, and a member of the core executives of the country's core asset management institutions, he still respects and admires him very much.

"Oh, is it?" Qian Zhongmou shook hands with Su Yu, and at the same time made a gesture of invitation to Su Yu, responded briefly, and then continued to ask after Su Yu sat down, "I don't know if your university Who is your teacher?"

"Fang Chengming, Professor Fang." Su Yu said.

Hearing this name, Qian Zhongmou thought for a moment, and said with a smile: "So you are a student of Lao Fang, no wonder you are so good. Last time, we had dinner together at an economic and academic exchange in Yanjing, but he You...should hold a meeting abroad, right?"

"Yes!" Su Yu responded casually, and then said, "So in calculation, you should also be my teacher!"

Qian Zhongmou laughed and said happily, "It is a blessing in life for me to have a student like you."

When they met for the first time, he really had a good impression of Su Yu, a young man.

Originally, he thought that at Su Yu's age, suddenly, he had achieved such excellent results in the industry, and at the same time, his personal wealth had also accumulated to a level that could be described as strong. He would probably be able to rank high on the domestic wealth ranking list. The temperament of the whole person, as well as the image displayed, should be that kind of supercilious and a little arrogant, but he didn't expect... The other party's eyes were clear, his expression was gentle and calm, and he was quite surprised by his neither humble nor overbearing.

Of course, at the same time as the accident, he also suddenly felt... Maybe he really came to the right place this time.

(End of this chapter)

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